Financial Advice

Our advice team deals specifically with businesses in the Financial Planning industry, servicing a core, diverse client-base including Retail and Investment Banks, Licencees, Industry Funds & Member based organisations, Regulatory & Industry bodies, Consulting Firms and a number of reputable boutiques.

We work with roles at all levels within Advice that require specialist skill sets.

Our consultants are based in Sydney and Melbourne and also recruit in regional and interstate locations.

Skillsets

  • Advice Leadership roles
  • Risk & Compliance
  • Regulatory including Remediation & Disputes
  • Practice Leadership
  • Practice Development
  • Technical
  • Education & Professional Development
  • Advice Technology Support
  • Marketing & Communications
  • Research
  • Financial Advisers (Face to face and phone based)
  • Adviser Support including Paraplanning and Client Services

Recent Successes

  • Head of ComplianceMedium sized Licensee
  • State ManagerIndustry Fund
  • Principal Financial AdviserQuality Boutique
  • Remediation Case Managers, TeamConsulting Firm
  • Remediation Team ManagerFinancial Services Group
  • Head of Advice STrategyBank
  • Compliance ManagerIndustry Fund
  • Multiple phone based AdviserIndustry Fund
  • Multiple ParaplannersFinancial Services Group

Meet the Team

 
Chris Gordon

Chris Gordon

Director, Sydney
  • Practice Managers
  • Practice Development Managers
 
Steve Kelly

Steve Kelly

Associate Director, Melbourne
  • Financial Planning – Phone based/ face-to-face
  • Limited/Scaled Advice
 
Aaron Davies

Aaron Davies

Associate Director, Sydney
  • Private Wealth Advisors
  • Private banking (from Associate to Director level)
 
Kimberley Wenn

Kimberley Wenn

Senior Consultant, Sydney
  • Operational Support
  • Paraplanners
 
Krystle Priddis

Krystle Priddis

Consultant, Sydney
  • Client Services
  • Financial Planning Support